Copy & deploy

12 Claude prompts for operations.

Operations work is text-heavy: SOPs, status reports, vendor evaluations, risk registers, meeting agendas. AI is uniquely good at this category — but only with the right prompt structure. Below: 8 production prompts for ops teams, copy-paste ready.

The library

Production prompts

— 01 —
SOP

SOP authoring from scratch

Use when: documenting a process the team has been doing informally
I need to document a process the team has been doing informally. The process is: [DESCRIBE].

Write a complete SOP with:
- Title (action-oriented, "How to..." or "Process for...")
- Purpose (1-2 sentences: when does someone use this)
- Owner and stakeholders
- Prerequisites (what needs to be true before starting)
- Step-by-step procedure (numbered, specific, no ambiguity)
- Exception handling (when to deviate, who to escalate to)
- Success criteria (how do you know the process was completed correctly)
- Related docs / links

Match the structure of the example SOPs in the knowledge base.
— 02 —
Process

Process audit

Use when: evaluating whether an existing process needs to be redesigned
Here is a process we currently follow: [PASTE]
Here are recent issues with how it's working: [PASTE]

Audit:
- Where does this process create friction?
- Where is human judgment required vs. where could it be automated?
- What's the typical cycle time vs. theoretical minimum?
- Where do handoffs fail?
- 3 specific changes that would most improve it, ranked by ROI
- Whether this process should be eliminated entirely (worth asking)
— 03 —
Vendor

Vendor evaluation matrix

Use when: choosing between 3+ vendors for a software purchase
We're evaluating these vendors for [USE CASE]: [LIST]

Build an evaluation matrix:
- Define 6-8 evaluation criteria specific to our use case (not generic "ease of use")
- Weight each criterion 1-10 based on importance to us
- Score each vendor on each criterion with reasoning
- Calculate weighted total
- Identify the criterion where the choice actually depends (where vendors differ most)
- Recommend the top choice with 2 specific reasons

Format: clean table.
— 04 —
Project

Project status update

Use when: sending a weekly project status to stakeholders
Project: [NAME]
This week's progress: [PASTE notes]
Blockers: [PASTE]
Next week's priorities: [PASTE]
Risks: [PASTE]

Write a clean stakeholder update:
- 1-sentence headline (status: on track / at risk / blocked)
- This week's wins (3-5 bullets, specific)
- This week's blockers (named, with action and owner)
- Next week's plan (3-5 bullets)
- Risks worth flagging (with proposed mitigations)

Length: under 350 words. Voice: direct, no marketing language, no "we're excited to share."
— 05 —
Operations

Operations review brief

Use when: preparing for a monthly ops review
Last 30 days of operational metrics: [PASTE]
Key incidents: [PASTE]
Queue / backlog state: [PASTE]
Team capacity: [PASTE]

Draft the ops review brief:
- What's working well (specifics, not platitudes)
- What's degrading (with the data behind it)
- The 3 things requiring decision this month
- Resource asks (be specific — what, why, ROI)
- Process changes I'm recommending

Goal: leadership reads this in 5 minutes and can make decisions. No padding.
— 06 —
Hiring

Internal job posting

Use when: opening an internal role posting
Role: [NAME]
Reports to: [WHO]
Reason for opening: [BACKFILL / GROWTH / NEW FUNCTION]
Key responsibilities (rough): [PASTE]

Draft the internal job posting:
- Role and team
- Why this role exists now (specific business reason)
- What success looks like in first 90 days (concrete projects)
- Required vs. nice-to-have qualifications (be honest)
- Comp range
- How to apply / next steps

Voice: candid, not corporate. Internal team should feel they understand both the opportunity and the realistic challenges.
— 07 —
Risk

Risk register entry

Use when: documenting an operational risk you've identified
Risk I've identified: [DESCRIBE]
What triggered me to notice: [CONTEXT]

Write the risk register entry:
- Risk title (clear, specific)
- Description (1-2 sentences)
- Likelihood (1-5 with reasoning)
- Impact if realized (1-5 with reasoning)
- Combined score and tier (Critical / High / Medium / Low)
- Owner
- Current mitigations in place
- Proposed additional mitigations
- Review date (when do we re-evaluate)

Be specific. "Cyber risk" is not a useful entry. "Risk that our HubSpot integration breaks if [vendor] sunsets their v2 API" is useful.
— 08 —
Meeting

Meeting agenda

Use when: preparing for a recurring leadership meeting
Meeting: [Weekly leadership sync / Monthly all-hands / Quarterly business review]
Last meeting's notes: [PASTE]
Things I want to cover this meeting: [LIST]
Time available: [60 / 45 / 30 mins]

Build the agenda:
- Open (review of action items from last meeting)
- 3-4 substantive discussion topics, each with: topic, decision needed, time allocated, who leads
- Quick updates (round-robin, time-boxed)
- Action items capture

Allocate time realistically. Most meetings fail because they pack 90 minutes of content into 60. Tell me what to cut.
Setup

Make these compound

These prompts work 5x better inside a properly configured Claude Project loaded with your context. See our full function guide for the setup walkthrough, or have Treetop build the Project for your team.

Related

Related libraries

Want this built for your team?
Our Implementation engagement deploys role-specific Claude Projects.
See Implementation → Start with an Audit